McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionBbr Partners, Llc
Latest Disclosed Ownership7,356 shares
Latest Disclosed Value $ 2,286,171
Bbr Partners, Llc reports 3.10% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Bbr Partners, Llc filed a 13F-HR form disclosing ownership of 7,356 shares of McDonald's Corporation (CH:MCD) valued at $2,286,171 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,591 shares of McDonald's Corporation. This represents a change in shares of -3.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 7,356 -235 -3.10 2,286 -1.47 0.1276
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 7,591 565 8.04 2,320 8.67 0.1245
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 7,026 35 0.50 2,135 4.55 0.1231
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 6,991 -9 -0.13 2,043 -6.59 0.1271
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 7,000 0 0.00 2,187 7.74 0.1544
2025-02-07 2024-12-31 13F MCDONALDS COM 580135101 7,000 2,013 40.36 2,029 33.66 0.1416
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 4,987 -57 -1.13 1,519 18.13 0.1157
2024-08-05 2024-06-30 13F McDonalds Corp Com COM 580135101 5,044 -1,598 -24.06 1,285 -31.36 0.1053
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 6,642 2,897 77.36 1,873 68.65 0.1500
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 3,745 -258 -6.45 1,110 5.31 0.1135
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 4,003 -2,605 -39.42 1,055 -46.52 0.1186
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 6,608 -38 -0.57 1,972 6.08 0.2182
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 6,646 -199 -2.91 1,858 3.05 0.2142
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 6,845 -732 -9.66 1,804 3.15 0.2028
2022-11-10 2022-09-30 13F MCDONALDS COM 580135101 7,577 -2,070 -21.46 1,748 -26.62 0.2239
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 9,647 500 5.47 2,382 5.31 0.2783
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 9,147 2,752 43.03 2,262 31.97 0.2133
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 6,395 -924 -12.62 1,714 -2.89 0.2014
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 7,319 84 1.16 1,765 5.63 0.1460
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 7,235 -295 -3.92 1,671 -1.01 0.1321
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 7,530 312 4.32 1,688 8.97 0.1387
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 7,218 -1,209 -14.35 1,549 -16.27 0.1284
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 8,427 1,852 28.17 1,850 52.51 0.1585
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 6,575 -4,429 -40.25 1,213 -33.35 0.1531
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 11,004 -32 -0.29 1,820 -16.55 0.2709
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 11,036 7,719 232.71 2,181 206.32 0.2388
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 3,317 41 1.25 712 4.71 0.1085
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 3,276 -250 -7.09 680 1.49 0.1087
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 3,526 -719 -16.94 670 -11.14 0.0870
2019-02-08 2018-12-31 13F MCDONALDS COM 580135101 4,245 970 29.62 754 37.59 0.0992
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 3,275 0 0.00 548 6.82 0.0792
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 3,275 -872 -21.03 513 -20.96 0.0863
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 4,147 4,147 649 0.1161
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.